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Open nowPosted 9 days ago

CRM External Asset Manager

job-room.ch86,007 open roles

Where
BASEL, BS, Switzerland
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Your applicationOpen nowCRM External Asset Managerjob-room.ch · BASEL, BS, Switzerland

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Share of postings closed within
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  2. 3.4%3 days
  3. 7.9%7 days
  4. 14.2%14 days
  5. 34.1%30 days
This job: posted 9 days ago

The posting

CRM External Asset Manager #

  • Basel, CH
  • Full-time
  • Unlimited

Your Role ###

As a Client Relationship Manager (CRM) within the External Asset Manager Business Unit at Bank J. Safra Sarasin, you play a key role in maintaining and developing existing External Asset Manager (EXAM) relationships in Basel and provide high-level service to the Bank-s clients.

Your Responsibilities ###

  • Maintain and develop existing EXAM relationships while driving new business
  • Develop solutions and processes that meet the expectations and objectives of the EXAMs
  • Provide research and investment solutions
  • Promote services offered by the Bank
  • Deal with internal and external policies and compliance regulations FATCA, anti-money laundering (AML), MiFID, etc.
  • Prepare client meetings and events
  • Respond to clients enquiries by email or phone
  • Control, execute and monitor client's instructions (payments, stock exchange, change of static data, etc.)
  • Monitor credit lines and maturities of investments
  • Monitor administrative issues

Your Profile ###

  • University degree in Finance
  • 5 to 10 years of relevant work experience in Private Banking
  • Excellent Microsoft Office skills, knowledge in Avaloq is an advantage
  • Ability to weigh problems and set priorities
  • Strong work ethics, integrity and high level of accountability
  • Ability to work under pressure and work with various stakeholders
  • Fluency in German and English, other languages are an advantage

Your Benefits ###

  • Entrepreneurial spirit in a family owned bank
  • Central city office locations across Switzerland
  • Above average insurance coverage fully borne by the bank
  • Contribution to health insurance and meal allowance
  • Global growth strategy and stable environment
  • Competitive offering
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